Between industry news and personal experience.

Brent Thoman, Brett Rice & Rob Yeend talk about end of year tax planning options and ideas.

Have you ever tried to drive to an unfamiliar destination without a map? Well, okay, a GPS these days! What would happen if you did? You’d very likely get lost. You’d drive in circles, backtrack, waste time, gas, and money. The same can happen when you don’t have a financial plan.

There are hundreds of personal finance books, podcasts, and documentaries available, so many that no one could read, listen, or watch them all.